Meredith Wealth Planning
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About
Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. Services include ongoing wealth planning with investment management, as well as limited-scope financial planning engagements and advisory review of non-managed accounts through aggregation tools.
The firm primarily follows a passive investment approach, building diversified portfolios with index mutual funds and exchange-traded funds and setting asset allocation targets tailored to each client’s goals and risk tolerances. Accounts are managed on a continuous discretionary basis with periodic performance reporting and semiannual review meetings to monitor and update financial plans.
Distinctive aspects include a relatively large asset base managed on a small advisory team—MWP reports approximately $478.7 million in discretionary assets—which produces an unusually high assets‑per‑advisor ratio for a firm of its size. The firm does not use percentage‑of‑AUM advisory fees (instead relying on flat planning fees) and maintains a formal succession agreement with an external partner to support continuity of client service; advisors also hold insurance licenses but do not engage in commissioned insurance sales.
Client services
Expertise
Fee options
Flat annual fee of $6,600 annually ($550 monthly) for Wealth Planning services; Fixed fees $1,000-$6,000 for limited scope financial planning
Minimum fee: Flat annual fee of $6,600 annually ($550 monthly) for Wealth Planning services, negotiable Fee-only: Fixed fees ranging from $1,000 to $6,000 for limited scope financial planning services, negotiable
Main office
6300 East Main Street
Maryville IL 62062
Advisors at this office
2
Most active in
Florida · Illinois · Missouri · Texas
Also doing business as
Meredith Wealth Planning · Meredith Wealth Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark M
CFP®, Series 63, Series 66
Maryville, IL
Meredith Wealth Planning
Mark Meredith is a CFP® with 15 years of industry experience. He is the principal advisor at Meredith Wealth Planning, where he has worked since 2019. Prior to founding his firm, he spent eight years at Raymond James Financial Services Advisors Inc. and The Bank of Edwardsville. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily uses a passive investment approach, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ goals and risk tolerances.
Richard W
CFP®, CFA®, Series 66
Maryville, IL
Meredith Wealth Planning
Richard Wimmer Jr. is a financial advisor at Meredith Wealth Planning with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has worked at firms including Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, managing accounts on a continuous discretionary basis with periodic reviews.
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